E·SeminarsTell me and I’ll forget; show me and I may remember; involve me and I’ll understand.1 Welcome to our E-Seminars center! Click one of the general financial topics below and then watch and listen to a brief presentation filled with facts, figures, trends, and fundamentals that can help you make the appropriate choices for your situation.
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Important Note:
It is important that you understand the ways in which we conduct business and the applicable laws and regulations that govern us. As a firm providing wealth management services to clients in the U.S., we are registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer, offering both investment advisory and brokerage services. Though there are similarities among these services, the investment advisory programs and brokerage accounts we offer are separate and distinct, differ in material ways and are governed by different laws and separate contracts.
It is important that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. While we strive to ensure the nature of our services is clear in the materials we publish, if at any time you seek clarification on the nature of your accounts or the services you receive, please speak with your Financial Advisor or call 1-866-485-0803.
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